Generate a PDF report for a listing presentation

7 Min.
Video
Brokers

Use Spark to build a polished report about a ZIP Code market

Preview

Pull Basic Listing Counts

In Spark, ask for a chart of weekly or monthly listings. This will give your clients a sense of the competition in their area. Pin a fact about overall listing trends to go with the chart.

Pull Basic Listing Counts

Inventory Chart

Ask for a chart of inventory levels. This tells you how many listings are actually active competition over the past weeks.

Inventory Chart

Inventory by Price

Now create a chart of inventory by price. This shows the number of active listings in each price bucket on the average day over the past 12 months. In this ZIP Code, there are no listings below $250K. A listing in the $750-$1M range will have very little competition.

Inventory by Price

Listing Price Trends

Build a chart of weekly listing price, and pin a fact with it if you find something interesting. Now you have a sense of what competing listings are asking.

Listing Price Trends

Days on Market

Include a chart of days on market. This is important for setting seller expectations.

Days on Market

Days on Market by Price

It can take much longer to sell a very high end home. Show the client a chart of days on market by price.

Days on Market by Price

Sales and Pending Activity

We've covered the supply side -- the competition -- but let's look at how things are selling.

Sales and Pending Activity

Sale-to-list ratio

This chart is very important for seller expectations. Show them the percent of asking price the typical seller receives. You can also break this out by price.

Sale-to-list ratio

Build a Report

Click "Build Report or Slides" and choose "Build Report". We will generate a report that you can edit and export.

Build a Report

Edit Your Report's Title

Click directly on the title to edit. Click away or hit return to save your edits. The report automatically saves after each edit.

Edit Your Report's Title

Edit the Text

You can directly edit text in the report, or us AI to regenerate it to make it simpler, longer, or shorter. You can also change the size of the text or the formatting of text to bold, italic, or underlined. The formatting applies to the entire text block.

Edit the Text

Edit Content Blocks

You can swap or delete content blocks -- like charts or fact blocks. When you hover over a content block, the editor menu shows up. Click "Swap" to swap its location with another content block. Click "Change" to choose different, unused content or to delete this content. The report will automatically reshuffle its layout to fit the existing content.

Edit Content Blocks

Export the Report

Click "Download PDF". We will generate a PDF and save it to your downloads folder.

Export the Report

Review the Report

Carefully read and review the report. If you find any edits, you can make changes and export the report again. You can open a report you've previously created by loading that chat in Spark. Click the chat's name in the list of previous chat sessions in Spark. Then select "Build Report" again, and you will see your existing report with all previous changes.

Review the Report

How To

When to use

Steps

  1. Create charts and other pins in a Spark chat session
  2. Click "Build Report or Slides" and choose "Build Report"
  3. Edit and format your report
  4. Download the PDF

Why it works

This report is polished and professional, but very fast to create. It seamlessly incorporates local housing data with you having to spend time on document layout or downloading a dozen charts.

Pro tip

Think about the questions a client will have about their market and their home. Find data points that address those questions.